success plan mandatory fields

@anirbandutta Can you please help in getting some traction on this? 

@Abinash could you pl take a look at this.

Thanks for sharing the use cases around the idea, certainly get the significance of this feature. We are planning to address this as part of the Simplify Success Plan Admin feature wherein the mandatory field option can be set as part of the Success Plan layout. However, this may not be part of the initial phase of the release and will be picked up later.

Lack of required fields on success plans is a huge blow to our business as we leverage success plans for our risk process, which flows into our forecast model. Lacking this functionality leads to garbage data input and impacts our ability to accurately model risk, a core deliverable for the CX org. Additionally, competitors have this functionality, so it’s difficult to understand why it’s taken 4+ years for gainsight to enable this functionality. @Abinash a deployment date would be a huge win, any update here? Happy to meet to provide further feedback on our use case.

Any updates on this? Our organization would really benefit from this feature

Are there any updates on this? we are re-launching success plans and this is a significant road block for adoption. 

This would be a great functionality to have within Success Plans. Making certain fields required ensures users document critical information on their success plans without oversight.

@anirbandutta Could we please add this to the CS Success Plans product area? Thanks!

Thank you @kstim, just done. 

+1 added here. This would be a great addition for our CSMs! Our use case is that our customers can sign multiple contracts with our company, so we’ve added a contract number on the plan details page for the CSMs to input which contract this plan is serving. There may be multiple contracts under each company or relationship record so this is our best option to link it. 

Like the others have mentioned, without having options to make a field mandatory, our CSMs will forget to input it and we’re left with gaps in our data & reporting.